CAROLINA ADVENTIST RETIREMENT SYSTEMS INC (EIN 561089384) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

LOUIS LESLIE

Phone

7045963200

Tax Period

2021-10-01 to 2022-09-30

CAROLINA ADVENTIST RETIREMENT SYSTEMS INC, founded in 1975, is a small nonprofit in the Health Care sector that reported $250K in total revenue in fiscal year 2021.

Mission

SERVING HEALTHCARE AND RESIDENTIAL NEEDS WHILE UPHOLDING CHRISTIAN PRINCIPLES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $250,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,000

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,000

Other Expenses $20,878

TOTAL EXPENSES $270,878

Year-over-Year Comparison

	2021	2020	Change
Revenue	$250,000	$251,757	0.0%
Expenses	$270,878	$297,911	-0.1%
Net Income	$-20,878	$-46,154	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$203,390

Total Directors

$1,035,418

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANTA ARVELO	DIRECTOR	1.00	Director	$0	$0	$0
TIM BAUMGARTEN	DIRECTOR	1.00	Director	$0	$0	$75
NARCEDALIA GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
CHAD GRUNDY	DIRECTOR	1.00	Director	$0	$38,424	$101,456
REMY GUENIN	DIRECTOR	1.00	Director	$0	$21,754	$79,402
RALPH HENDERSON	DIRECTOR	1.00	Director	$0	$21,980	$82,460
JESSICA HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA HYMBAUGH	DIRECTOR	1.00	Director	$0	$0	$225
DAVID KIDDER	DIRECTOR	1.00	Director	$0	$0	$150
BEN KOCHENOWER	DIRECTOR	1.00	Director	$0	$0	$225
LESLIE LOUIS	DIRECTOR/CHAIR	1.00	Officer Director	$0	$22,347	$88,491
GARY MOYER	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$51,203	$114,899
BRANDON NUDD	DIRECTOR	1.00	Director	$0	$0	$0
ESTEBAN RICARDO PALACIOS	DIRECTOR	1.00	Director	$0	$19,963	$79,668
DOMINGO PAULINO	DIRECTOR	1.00	Director	$0	$20,025	$82,462
LYDIA RAY	DIRECTOR	1.00	Director	$0	$0	$225
DEXTER RICHARDSON	DIRECTOR	1.00	Director	$0	$4,874	$65,943
GARY ROUSE	DIRECTOR	1.00	Director	$0	$23,030	$84,627
RICHARD RUSSELL	DIRECTOR	1.00	Director	$0	$30,663	$94,250
KIETH SHEPHARD	DIRECTOR	1.00	Director	$0	$0	$225
CARA SIMONDS	DIRECTOR	1.00	Director	$0	$22,715	$75,810
LINDA STAMP	DIRECTOR	1.00	Director	$0	$0	$225
DANIEL TINCOPA	DIRECTOR	1.00	Director	$0	$0	$0
DAN TULLOCK	DIRECTOR	1.00	Director	$0	$0	$75
DON WETMORE	DIRECTOR	1.00	Director	$0	$0	$75
HASKELL WILLIAMS	DIRECTOR	1.00	Director	$0	$22,058	$84,450

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$250,000	$270,878	$39,323	$-20,878
2021	$251,757	$297,911	$310,201	$-46,154
2020	$405,333	$363,744	$606,355	$41,589
2019	$141,248	$401,483	$969,827	$-260,235

CAROLINA ADVENTIST RETIREMENT SYSTEMS INC